This article covers the following datasets:
Note: If you wish to join Service Notes or Service Notes Recipients with Services or Service Enrollments, you can match the datasets on service_id = service_offering_id.
Intake
The Intake data table contains information about all Intake Reports in Casebook.
Notes
The notes data table contains information about all of your notes in Casebook.
Case Involvements
The case_involvements data table contains information about all of your cases and all case involvements. Since one case can have many clients and involvements, one row does not represent one case.
Note: When reporting, please use count distinct on case_id to ensure you are not over-counting the cases.
People
The People table contains information about all of the person records in your Casebook system. Each record represents one person. The person_id can be combined with other datasets for powerful reporting on your clients.
Service Enrollments
The service_enrollments data table contains information about all of your services in which clients are enrolled.
Note: Data from service enrollments of type cb Track cannot be combined with cb Engage data. Only service enrollments of type "Internal staff provider" and "External provider/Referred out" will have the matching "case_id".
Providers
The providers table contains information about your providers located in cb Track.
Note: Each record does not equal one provider due to one provider having multiple assignees. Use “provider_id” for accurate reporting.
Workflows
The workflows table contains data for all of your workflows and associated steps.
Note: To tally total workflows, make sure to count distinct "workflow_id". To tally workflow steps, count distinct "workflow_step_id".
Services
The services table contains data on all of your provider services associated with cb Track.
Note: When using service_id and provider_id as a value make sure that the aggregation is set to Count of Distinct Rows for accurate data on each of the topics. The services table only includes data from cb Track services.
Provider Portal User
The provider portal user table contains data on all of your provider portal users associated with a provider in cb Track.
Application Portal User
The application portal user table contains data on all of your application portal users associated with an application in cb Access.
Cases
The cases table contains one-to-one relational data on all of your cases in cb Engage. 
People Incomes
The people incomes table contains information on incomes from the Person Profile.
Providers Application Portal
Contains information on all provider applications that are submitted through the application portal. 
Providers Application Portal Demographics
Contains information on the demographics of applicants who submit applications through the application portal. 
People Medical Allergies
Contains information on the medical allergies logged on a person profile. 
People Medical Conditions
Contains information on the medical conditions logged on a person profile.
People Medical Insurance
Contains information on the medical insurance logged on a person profile.
People Medical Medications
Contains information on the medical medications logged on a person profile.
People Medical Providers
Contains information on the medical providers logged on a person profile.
Service Notes
Contains information on the service notes logged for a service enrollment. 
Note: One row will equal one service note. This dataset can be used to count notes.
Service Notes Recipients
Contains information on the service notes recipients logged for a service enrollment.
Note: One row will equal one service note per person.
Schools
Contains information on the schools logged on the Person Profile.
Tasks
Contains information on all tasks in Casebook.
Relationships
Contains information on all people relationships in Casebook.
Note: When pulling a report on relationships, you will see two rows per relationship. For example, Row 1 - Jane Doe; Wife, Row 2 - John Doe; Husband. This dataset can be joined to the People Dataset using person_id.
People Employments
Contains information on all people employments in Casebook. 
Meetings
Contains information on meetings in Casebook.
Case Involvement Recipients
Contains information on case involvement recipients in Casebook.
Note: Uses: if you want to count case involvements Grain: one row per case involvement
Case Assignees
Contains information on case assignees in Casebook.
Note: Uses: If you want to talk about case workers' case loads Grain: One row per case per assignee
Communications
Contains information on communications in Casebook.
People Housing
Contains information on housing information located on the person profile in Casebook.
Note Resources
Contains information on notes and the records they live on in Casebook.
